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Financial Services

Complementary to the legal services we provide to our clients we are also able to offer advice on financial services. We do this in association with a third party independent financial adviser, who looks at the whole of the market and is not tied to any particular provider, so you benefit from the best deal available and not just the ones that a particular financial institution wants to sell!

How can we help you?

Personal services

• If we are handling your property sale, purchase or remortgage we can help you to find the right mortgage or remortgage deal.

• If we are handling your property sale, purchase or remortgage we can help you to find the right buildings or contents or life insurance.

• If we are assisting you with an equity release scheme we can help with finding the right scheme for you.

• We can help you to find a new loan to consolidate borrowings where we are providing advice on the loan arrangements or any security you may be providing.

• If you want advice on wills or financial planning for your future we can provide assistance with long term care.

Business services

• We can help you to find the most appropriate commercial finance to buy a business or shares in a company or for any other business investment where we are providing you with advice on that investment.

• If you are starting a new business or thinking of investing in a business and you are a key individual we can help you with your critical illness cover and income protection.

All of these financial services are remunerated by way of commission. Neither us nor our recommended brokers charge any additional fee for this service. If you would like to discuss this with us call us on 01823 - 330944.

We are not authorised by the Financial Services Authority. The firm is regulated by the Solicitors Regulation Authority to provide to our clients limited financial services in connection with or arising from our legal services. We are also included on the register maintained by the Financial Services Authority so that we can carry on insurance mediation activity, which is broadly the advising on, selling and administration of insurance contracts. This part of our business including arrangements for complaints or redress if something goes wrong is regulated by the Solicitors Regulation Authority and the Legal Complaints Service. The register referred to above can be accessed via the Financial Services Authority website at www.fsa.gov.uk/register.